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ServisFirst Bancshares
SFBS

Overview Fund Activity

252 hedge funds and large institutions have $2.51B invested in ServisFirst Bancshares in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
85
Reduced
104
Closed
16
Calls
$1.64M
Puts
$498K
Net Calls
+$1.14M
Net Calls Change
-$432K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$95.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$378M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.53M
5
MOACM
Mutual of America Capital Management
New York
$7.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
WA
Wasatch Advisors
Utah
$48.4M
3
BlackRock
BlackRock
New York
$515M
4
State Street
State Street
Massachusetts
$151M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
151
Credential Qtrade Securities
$495K -$11.3K -171 -2%
AWAU
152
Alliance Wealth Advisors (Utah)
Utah
$465K +$2.06K +31 +0.4%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$448K +$995 +15 +0.2%
RWS
154
Resolute Wealth Strategies
Mississippi
$424K +$1.26K +19 +0.3%
AACP
155
Advantage Alpha Capital Partners
California
$415K -$139K -2,110 -25%
Mariner
156
Mariner
Kansas
$411K -$30.5K -459 -7%
Jennison Associates
157
Jennison Associates
New York
$411K +$3.19K +48 +0.8%
FWP
158
Firethorn Wealth Partners
Georgia
$410K – – –
SWS
159
SYSTM Wealth Solutions
Illinois
$401K +$390K +5,858 +3,731%
MA
160
Montag & Associates
Georgia
$400K – – –
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$398K – – –
State Board of Administration of Florida Retirement System
162
State Board of Administration of Florida Retirement System
Florida
$390K -$405K -7,420 -51%
BCFS
163
Butensky & Cohen Financial Security
Florida
$386K – – –
HSBC Holdings
164
HSBC Holdings
United Kingdom
$375K +$375K +5,649 New
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$368K -$52.3K -788 -12%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$364K +$98.5K +1,484 +37%
II
167
Inspire Investing
Idaho
$355K -$25K -376 -7%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$354K – – –
AIP
169
Ameritas Investment Partners
Nebraska
$338K -$12.6K -190 -4%
BCI
170
Brinker Capital Investments
Pennsylvania
$336K -$6.7K -101 -2%
OPS
171
Orion Portfolio Solutions
Nebraska
$336K -$6.7K -101 -2%
SG Americas Securities
172
SG Americas Securities
New York
$336K +$336K +5,067 New
RA
173
RFG Advisory
Alabama
$320K +$133 +2 +0%
RJT
174
Raymond James Trust
Florida
$313K -$12K -181 -4%
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
$297K +$297K +4,473 New
5 6
7
8 9